Carmignac Portfolio Patrimoine F USD Acc HdgRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | -6.57 | -2.85 | 9.89 | 11.37 | 1.26 | 4.23 | -1.19 | 6.45 |
+/- Category | -8.40 | -2.05 | -0.55 | 7.19 | -7.04 | 7.57 | -5.30 | 3.27 |
+/- Category Index | - | - | - | - | -7.26 | 6.77 | -8.58 | 3.09 |
% Rank in Category | 97 | 79 | 57 | 7 | 96 | 7 | 93 | 4 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.43 | -0.13 | -0.15 |
1 Week | -0.82 | -0.24 | -0.28 |
1 Month | -1.82 | -3.58 | -3.41 |
3 Months | 2.84 | -0.07 | 0.06 |
6 Months | 8.97 | 1.49 | 1.39 |
YTD | 6.86 | 2.11 | 1.82 |
1 Year | 8.23 | -1.04 | -2.55 |
3 Years Annualised | 4.03 | -0.76 | -2.04 |
5 Years Annualised | 5.24 | 0.96 | -0.54 |
10 Years Annualised | 6.98 | 0.64 | -1.13 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.79 | - | - | - |
2023 | -1.92 | -1.98 | 2.94 | -0.15 |
2022 | -4.27 | 3.51 | 8.28 | -2.86 |
2021 | 0.54 | 2.46 | 0.58 | -2.26 |
2020 | 1.37 | 9.38 | -1.51 | 1.99 |
2019 | 2.74 | 5.99 | 4.56 | -3.49 |
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